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AICPA & CIMA ENGAGE 2023

PFP23102C - Building Your Tax and Financial Planning Advisory Business Workshop: Business Model Roundtables


Jun 4, 2023 11:00am ‐ Jun 4, 2023 12:00pm


Description

GROUP 1 Dirk Edwards, CPA/PFS, JD, Edwards Bradley PC, Lake Oswego, OR * Clients include entrepreneurs, executives, and high-net-worth individuals and their families; offers integrated personal financial planning and tax compliance services Susan M. Tillery, CPA/PFS, President & CEO, Paraklete Financial Inc., Kennesaw, GA * Fee-for-service integrated financial planning without asset management or product sales who builds a team of advisers and offers a multi-family office approach Brooke Salvini, CPA/PFS_, _Principal, Salvini Financial Planning, San Luis, Obispo , CA * Registered investment adviser firm that offers fee-only, hourly and retainer, objective advice with a focus on estate, retirement, tax, investment, and risk management planning GROUP 2 Scott Sprinkle, CPA/PFS, CGMA, CFP, Sprinkle Financial Consultants LLC, Littleton, CO * Family office/high-net-worth client model providing tax, financial planning and investment advisory services with fee-only compensation David Stolz, CPA/PFS, CFP, Stolz and Associates P.S., Tacoma, WA * Registered investment adviser firm that offers fee-only, hourly and retainer financial planning and asset management with a focus on high-net-worth couples and divorcees GROUP 3 Jean-Luc Bourdon, CPA/PFS, Principal, Lucent Wealth Planning LLC, Santa Barbara, CA * Fee-only independent firm affiliated with a Turnkey Asset Management Provider (TAMP) offering financial planning and investment management services Theodore Sarenski, CPA/PFS, CFP, AEP, President/CEO, Wealth Manager, SageView Advisory Group, LLC, Syracuse, NY * Experience selling a business and providing PFP services in multiple firms with a fee-only focus on investment management and financial planning

Facilitator(s):

Tags: PFP
Category: Pre-Conference Optional Workshop (Additional Fee)

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